Instntinstnt
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About
Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.
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About
We get it, the fraud and friction that happens when businesses need to onboard new good online customers is rough, confusing, and a total headache. That’s why we created Instnt, a managed online customer onboarding service that drives top-line revenue growth and reduces bottom-line costs with a reliable and hassle-free process, full flexibility, and the most committed partnership—so you don’t have to worry about fraud ever again. Instnt’s fully managed acceptance platform allows businesses to provide a frictionless customer experience, enabling them to quickly verify, accept, and onboard more new online customers without fraud loss or compliance issues. It's a new solution to help your business immediately reduce operational costs and grow revenues by employing fully-integrated and automated AI technology purpose-built to frictionlessly let more good customers open new account without fraud losses.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Customer onboarding checklist platform for businesses wanting to send every customer a personalized onboarding plan, with automated email reminders, due dates, and assigned tasks
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Audience
Companies that need a customer onboarding solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$99 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationArrows
Founded: 2018
United States
arrows.to/features/
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Company Informationinstnt
United States
www.instnt.org
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Salesforce
Zapier
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